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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,445 | $138,075+69.8% | $123,552+89.8% | $135,379+73.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.61% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $9,630 | $5,152+86.9% | $4,628+108.1% | $4,779+101.5% |
| Participant deferral / active EE | $8,708 | $6,800+28.1% | $6,426+35.5% | $5,609+55.2% |
| Admin fee / account holder | $3,868 | $10,917-64.6% | $9,285-58.3% | $10,828-64.3% |